See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,983 | $70,587-30.6% | $124,672-60.7% | $85,850-42.9% |
| Participation rate | 58.7% | 64.4%-5.7pp | 74.6%-15.9pp | 69.3%-10.6pp |
| Annual return | 12.56% | 20688.83%-20676.3pp | 5142.93%-5130.4pp | 318.53%-306.0pp |
| Employer contribution / active EE | $541 | $1,913-71.7% | $3,324-83.7% | $2,565-78.9% |
| Participant deferral / active EE | $2,165 | $2,969-27.1% | $4,614-53.1% | $3,952-45.2% |
| Admin fee / account holder | $273 | $5,282-94.8% | $7,493-96.4% | $6,260-95.6% |